Investment Product Specialist (Equities & Strategic Relationships)

Job Description

About the job  

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About iM Global Partner  

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iM Global Partner is a worldwide asset management network. We select and build long-term partnerships with talented and independent asset management companies through direct capital ownership. iM Global Partner is present in 10 locations across Europe and the United States, and we provide our clients with access to the best management strategies of our Partners. iM Global Partner represented around 40 billion USD of assets under management as of August 2026. 

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We believe that ‘Performance is born out of people.’ Quality and excellence in selection, execution and service are part of our core beliefs to ensure that we build long lasting, entrepreneurial business relationships with our clients and Partners, offering them only the best. This ethos extends to our people too. We are growing, and as we grow, so will you. We invest in our employees and provide opportunities for our people to expand their skill set and make their mark. 

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Our relationships are built on trust, respect, and integrity. We have very high standards for our work, and our investments are for the long term. This philosophy is reflected in our hiring process. We work hard to find the right fit and as a result we have a team of high performing, motivated and creative individuals. 

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The role  

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The Product Specialist (Equities & Strategic Relationships) drives new distribution opportunities for iM Global Partner (“iMGP”) Funds and Partner equity-focused investment products. 

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This role 1) represents our partners in the institutional and intermediary space by calling on home offices, analysts and consultants, and 2) supports field sales as proxy for portfolio manager to assist in prospect and client interactions while 3) serving as the primary liaison between iMGP and our Investment Managers in the equity asset class. 

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Main Responsibilities  

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• Drive institutional and gatekeeper relationships in the equity space, serving as the primary liaison and strategic partner between iMGP and assigned Partner firms.  
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• Support field sales directors in closing opportunities, stepping in as proxy for portfolio managers as needed.  
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• Secure placement of iMGP and Partner equity strategies on distribution platforms, models, and institutional research lists. 
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• Cultivate and expand relationships with home office contacts, consultants, and institutional gatekeepers to grow assets under management. 
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• Identify and develop new distribution for iM Global Partner's US and Offshore equity mutual funds, ETFs, UCITS, and select Partner SMAs. 
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• Partner with Marketing to shape campaigns and deliverables that support equity investment strategies. 
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• Spot and pursue creative opportunities to scale equity assets across iMGP and Partner product lines. 
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• Deliver clear, technically sound presentations on iMGP and Partner product capabilities to sales teams, clients, and gatekeepers. 
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• Manage day-to-day administrative responsibilities, including scheduling, expense reporting, and travel coordination. 
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Qualifications  

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Essential

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• 7-10+ years investment industry experience with at least 5+ years field sales and/or key account/sponsor experience  
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• Solid investment knowledge and understanding of the US investment industry, with technical proficiency in mutual funds, separate accounts, and ETFs. 
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• Distribution channel experience. 
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• Fully licensed (Series 7, Series 63, or Series 6/65). 
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• Ability to operate effectively in an entrepreneurial environment, proactively identifying and resolving problems, and pursuing opportunities. 
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• Strong organizational and time-management skills, including travel logistics and reporting, with the ability to multitask and prioritize competing deadlines. 
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• Strong written and verbal communication skills, and strong attention to detail. 
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• Proficiency in Microsoft Office (Excel, Word, Teams, PowerPoint), Salesforce or other CRMs 
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• Client-centered focus, with the ability to work collaboratively across teams in a results-driven environment. 
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Preferred  

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• Bachelor's degree, preferably in business, economics, finance, sales, or marketing  
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• CFA 
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• Success growing products such as separate accounts, mutual funds, ETFs, and alternative products  
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Location  

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El Segundo, CA Headquarters or Remote (Nationwide), USA  

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Salary   

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Base Salary Range: $115,000 - $175,000 depending on experience.   

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Salary dependent on job-related factors including, but not limited to, skills and experience.  

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Other Benefits available to eligible full-time employees:

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• Annual discretionary bonus  
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• 401k plan with semi-monthly employer contribution  
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• Medical, dental, and vision coverage  
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• Group life and disability insurance  
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• Company paid family leave benefit  
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• Mileage-based commute subsidy 
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If you are ready to join a team focused on excellence and ready to reap the rewards that come with it, then we invite you to apply with your resume and a short cover letter.

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iM Global Partner is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. iM Global Partner encourages applications from people of all races, religions, national origins, genders, sexual orientations, gender identities, gender expressions, and ages, as well as veterans and individuals with disabilities .  

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